Rhea Mehta in

Rhea Mehta

Evaluator · DISC type scd
Member at Wealth Management Workshop
📍 Naperville, Illinois, United States

Rhea Mehta is an incoming Analyst at Northern Trust and a finance major at Indiana Universitys Kelley School of Business, specializing in wealth management. She has interned in hedge fund services and wealth management, gaining experience with tools like E Money and AssetMap while pursuing CFP, SIE, and Series 7 certifications.

Outside of her financial pursuits, Rhea has shown strong leadership as the Director of Recruitment for the Womens Financial Association, where she established a mentorship program. She also has a background as a swim instructor and lifeguard, promoting water safety for a wide range of age groups.

Unique fact: She has taught swimming to individuals ranging from one to 80 years old.

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Experience
5 Years
Current Role
Member
Location
Naperville, Illinois, United States
Personality Overview

How Rhea shows up

Quality Focused
Thorough Evaluator
Fast But Analytical

They focus on the results, but can still be quite procedural and analytical about how to get there They are not very likely to become strong advocates of your product or service They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical

Priorities

Topics Rhea cares about

Wealth Management
Her major specialization is in Wealth Management, she was a member of the Charles Schwab Wealth Management Workshop, and she interned in the field at Equitable.
Financial Planning
Gained hands-on experience with financial planning software like E Money and Salesforce during her wealth management internship, focusing on holistic financial solutions for clients.
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Career

Work history

10-2023
Member
Wealth Management Workshop
6-2025 - 8-2025
Hedge Fund Services | MO Trade Processing
Northern Trust
12-2019 - 6-2025
Swim Instructor and Lifeguard
YMCA of the USA
8-2023 - 1-2025
Director of Recruitment and Membership
Women's Financial Association
5-2023 - 8-2023
Wealth Management Intern
Equitable
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
8-2022 - 5-2026
Bachelor of Science
Indiana University - Kelley School of Business
8-2018 - 5-2022
High School Diploma
Neuqua Valley High School
Social presence
in
Behavioral profile

DISC profile (public)

s

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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